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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,546 | $100,970+268.0% | $96,576+284.7% | $137,256+170.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 5.91% | 38.16%-32.3pp | 38.47%-32.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $29,496 | $3,809+674.3% | $3,553+730.1% | $4,156+609.7% |
| Participant deferral / active EE | $22,533 | $8,286+171.9% | $7,956+183.2% | $6,407+251.7% |
| Admin fee / account holder | $1 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |